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CFP
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CFP

Jamie O'rourke

Ameriprise Financial Services, LLC
20 Years of Experience
St. Cloud, MN
Broker
View SEC Summary
View SEC Summary

Jamie O'rourke is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in St. Cloud, MN, with 20 years of industry experience. Jamie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1765 Roosevelt Rd, St. Cloud, MN, 56301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jamie owns a business at 1765 Roosevelt Road, St Cloud, MN since 2018, spending about 10-20% of their time. Jamie also serves as Treasurer on the Board of Directors for O'rourke in Austin, TX since 2022, dedicating minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2013 - Present · 12 yrs 11 mos
Ameriprise Financial Services, LLC
May 2007 - Present · 19 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 2007 - Present · 19 yrs 5 mos
Previous Registrations
Thrivent Investment Management INC.Broker
June 2006 - April 2007 · 10 mos
State Registrations21 states
AZCACOFLGAIAILINKYMIMNMOMTNDNENJNMOHORSDWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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